Focus Financial Partners - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Focus Financial Partners M&A Summary

Focus Financial Partners has acquired 1 company of its own. A total of 1 acquisition came from private equity firms. It has also divested 1 asset.

Focus Financial Partners has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

Focus Financial Partners Ownership

Who owns Focus Financial Partners?

Focus Financial Partners is owned by CD&R and Stone Point Capital. It was acquired on February 27, 2023.

Is Focus Financial Partners PE-backed?

Yes. Focus Financial Partners is owned by private equity investors CD&R and Stone Point Capital.

Was Focus Financial Partners formerly PE-backed?

Yes. Focus Financial Partners was formerly owned by 5 private investors.

Focus Financial Partners Business Overview

Where is Focus Financial Partners headquartered?

Focus Financial Partners is headquartered in New York, New York.

What is Focus Financial Partners’ revenue?

Focus Financial Partners disclosed revenue of 2,143M USD for 2022 and 1,798M USD for 2021.

What sector is Focus Financial Partners in?

Focus Financial Partners is a financial services company.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity1
    • M&A Sell Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Focus Financial Partners

Focus Financial Partners LLC

875 3rd Avenue, 28th Floor,
New York, New York 10022
United States,
(646) 519-2456
www.focusfinancialpartners.com

Focus Financial Partners is a partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources, and continuity planning for its partner firms that serve individuals, families, employers, and institutions with wealth management, benefits consulting, and investment consulting services. Focus Financial Partners is based in New York City.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.2/yr) # - - - - - 1 1
  2

Most Recent M&A

Company Date Value Type
UPTIQ Treasury and Credit Solutions LLC 2024-01-29 - Divestiture
New York, New York
SCS Financial Services LLC 2017-05-14 - Add-on Acquisition
Boston, Massachusetts · www.scsfinancial.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (100%) - - -
Financial Services - - 1 (100%) -
Total 1 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 1 - 1 -
  Massachusetts 1 - - -
  New York - - 1 -
Total 1 - 1 -

M&A Connections

Deals
Acquired from
Investor(s)
100%
1 (100%)
Divested to
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Financial Services

Revenue

2,143   20% 2022
1,798   33% 2021
1,361   12% 2020
1,218   2019
(millions of USD) Show More Show Less

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